FANJ
EWC icon

Financial Architects (New Jersey)’s iShares MSCI Canada ETF EWC Stock Holding History

Financial Architects (New Jersey)’s Portfolio EWC Stock Details EWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,320
Closed -$39K – 865
2019
Q4 		$39K Buy
+1,320
New +$38.5K 0.01% 464
2019
Q2 		– Sell
-295
Closed -$8K – 1281
2019
Q1 		$8K Sell
295
-7
-2% -$189 ﹤0.01% 1135
2018
Q4 		$7K Sell
302
-198
-40% -$5.22K ﹤0.01% 1063
2018
Q3 		$14K Hold
500
– – ﹤0.01% 1015
2018
Q2 		$14K Buy
+500
New +$14.2K ﹤0.01% 898
2018
Q1 		– Sell
-589
Closed -$17K – 1439
2017
Q4 		$17K Sell
589
-506
-46% -$14.7K ﹤0.01% 1011
2017
Q3 		$32K Buy
1,095
+688
+169% +$19.1K 0.01% 823
2017
Q2 		$11K Sell
407
-59
-13% -$1.56K ﹤0.01% 1108
2017
Q1 		$12K Buy
+466
New +$12.6K ﹤0.01% 1085
2016
Q3 		– Sell
-946
Closed -$23K – 1466
2016
Q2 		$23K Buy
946
+749
+380% +$18.3K 0.01% 742
2016
Q1 		$5K Buy
+197
New +$4.22K ﹤0.01% 887
2015
Q3 		– Sell
-180
Closed -$5K – 439
2015
Q2 		$5K Buy
+180
New +$5.09K ﹤0.01% 943
2013
Q4 		– Sell
-1,545
Closed -$44K – 288
2013
Q3 		$44K Sell
1,545
-371
-19% -$10.3K 0.03% 260
2013
Q2 		$50K Buy
+1,916
New +$52.8K 0.04% 242

Other funds holding EWC

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LMGAM
Liberty Mutual Group Asset Management Boston, Massachusetts $1.15B AUM 29.1% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Financial Architects (New Jersey)'s EWC Position: Q1 2020 in Review

Financial Architects (New Jersey) sold out of iShares MSCI Canada ETF (EWC) in Q1 2020, closing a stake of 1,320 shares — an estimated $39K sold.

Financial Architects (New Jersey) first reported a position in EWC in Q2 2013 and held it in 14 quarters. The position peaked at $50K in Q2 2013. 217 funds tracked by Wall St. Rank hold EWC as of Q1 2020.

  • Financial Architects (New Jersey) reported no remaining iShares MSCI Canada ETF position as of Q1 2020 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 1,320 iShares MSCI Canada ETF shares in Q1 2020, an estimated $39K.
  • Financial Architects (New Jersey) first reported a position in iShares MSCI Canada ETF in Q2 2013 and held it in 14 quarters.
  • Financial Architects (New Jersey)'s iShares MSCI Canada ETF position peaked at $50K in Q2 2013.
  • 217 funds tracked by Wall St. Rank held iShares MSCI Canada ETF as of Q1 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2020, filed 7 May 2020.